Spectrum Investment Advisors Revenue and Competitors

Mequon, WI USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Spectrum Investment Advisors's estimated annual revenue is currently $5.2M per year.(i)
  • Spectrum Investment Advisors's estimated revenue per employee is $168,000

Employee Data

  • Spectrum Investment Advisors has 31 Employees.(i)
  • Spectrum Investment Advisors grew their employee count by 3% last year.

Spectrum Investment Advisors's People

NameTitleEmail/Phone
1
Marketing ManagerReveal Email/Phone
2
Senior Relationship ManagerReveal Email/Phone
3
Wealth ManagerReveal Email/Phone
4
Relationship ManagerReveal Email/Phone
5
Senior Relationship ManagerReveal Email/Phone
6
Employee Education & Wellness ManagerReveal Email/Phone
7
Relationship ManagerReveal Email/Phone
8
Relationship Manager/Wealth ManagerReveal Email/Phone
9
Relationship ManagerReveal Email/Phone
10
Sales AssistantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$2.9M2025%N/AN/A
#2
$3.7M254%N/AN/A
#3
$3.8M26-19%N/AN/A
#4
$6.9M41-5%N/AN/A
#5
$6.2M376%N/AN/A
#6
$94M3586%N/AN/A
#7
$21.6M103N/AN/AN/A
#8
$5.9M35-5%N/AN/A
#9
$354.6M120612%N/AN/A
#10
$0.5M525%N/AN/A
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What Is Spectrum Investment Advisors?

Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options. Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.

keywords:N/A

N/A

Total Funding

31

Number of Employees

$5.2M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Spectrum Investment Advisors News

2022-04-17 - Proteus' New Fund Gets Smaller Investors Access to ...

... which invest across the alternative investment strategy spectrum. Wealth advisors and their Accredited Investor and Qualified Purchaser...

2022-04-17 - Alternatives: Investing Across the Spectrum

... and it consults with third-party advisors, such as Malk Partners, ... capabilities across the full spectrum of alternative investments...

2022-03-22 - Schwab Introduces Schwab Personalized Indexing ...

... tax management and portfolio management capabilities to a wider spectrum of both registered investment advisors and retail investors.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4M32-6%$50.6M
#2
$4.2M323%N/A
#3
$5.8M320%N/A
#4
$3.8M33-3%N/A
#5
$4.1M3535%N/A